We offer excellent benefits and working environment for potential or established brokers. Together with an admin hub the following services are made available:

• Making appointment with clients on their behalf.
• Obtaining broker appointments
• Obtaining all the relevant information from Astute.
• Financial Planning
• Obtaining all relevant quotations from the appropriate companies.
• Collecting and filing all FICA and FAIS documentation
• All aspects of new business applications and medicals.
• Following up on all policy contracts, ensuring they are received and correct.
• Following up and changing of premium schedules, debit orders, address changes etc.
• Changing of Beneficiaries, sessions, obtaining necessary documentation for loans surrenders etc.
• All claim documentation and administration
• Training and work sessions organised and arranged.
• Generating leads from any data base.
• Any other  requests.

Get in touch with us for more details or “On-Boarding” contract details. Contact us